VisREU BeginnersGuideToVisualization FeaturingTableau 061014 · 2016-06-27 · – Salesforce – Google Analytics – Other Data (ODBC) ... • Connect Live: Connect directly to

6/10/2014

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Advanced Visualization DivisionAdvanced Visualization Division

Clemson Computing and Information Technology

Center of Excellence in Next Generation Computing

A BEGINNER’S

GUIDE TO

VISUALIZATION

[email protected]

Featuring

Vetria L. Byrd, PhDAdvanced Visualization, Director

REU CoordinatorVisualization Scientist

REU Site Collaborative Data Visualization

Applications

June 10, 2014




Tableau's data visualization software is provided through the

Tableau for Teaching program.

http://www.tableausoftware.com/data-visualization-software




“Enable researchers to gain keen

insight into their data by equipping them with tools and resources that will allow for visualizing the

expected, and discovering the unexpected in their data.”

~ Vetria

Mission

Advanced Visualization Division Advanced Visualization Division Agenda

• Introduction to Visualization (High level)

– Purpose

– Process

• Visualization Applications

• Introducing Tableau

• Q&A

Advanced Visualization Division

INTRODUCTION




What does

visualization mean?

To make visual or visibleDictionary.com

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What is the purpose

of visualization?


REU Boot Camp Lecture

July 08, 2013

“The purpose of visualization

is “insight”,

not pictures.”~Ben Shneiderman


in•sight [in-sahyt]

An instance of apprehending the true nature of a

thing, especially through intuitive understanding.

Dictionary.com


in•sight [in-sahyt]

An instance of apprehending the true nature of a

thing, especially through intuitive understanding.

An understanding of relationships that sheds lighton or helps solve a problem.

Dictionary.com


“The greatest value of a picture

is when it forces us to notice what we never expected to see.”

~ John Tukey, 1977




Why is “insight”

important?

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Why is “insight” important?

• Analysis of Data

• Explanation• Discovery

• Decision Making

• Tells a story




Basics of Visualization• The process of visualization is taking raw data and

converting it to a form that is viewable and understandable to humans.











Created using Gephi


Visualization Applications

� BioVis

� GeoVis

� InfoVis

� SciVis

VISUALIZATION

Biological Data

Non-Numerical Data

Geospatial Data

Simulated, 3D Phenomena

Research FieldsInput Data


Information Visualization

• Emerged from Research in

– Human-Computer Interaction

– Computer Science

– Graphics

– Visual Design

– Psychology

– Business Methods

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• Often applied to data that is not generated

by scientific inquiry

– Non-numerical information

– Survey data

– Social media

– Test scores

– Shopping habits

– Etc.,



• Researchers aim to provide compact graphical presentations and user interfaces

– interactively manipulating large numbers of items

– possibly extracted from far larger data sets


Information Visualization• Information visualization focused on the creation of

approaches for conveying abstract information in intuitive ways.

Beginner’s Guide to Visualization







About

http://www.tableausoftware.com


Tableau for Macs

• Mac version will be released in the next

couple weeks.

– Once it’s available, students will be able to use the key and landing page (info sent via email) to download it.

• http://kb.tableausoftware.com/articles/kno

wledgebase/tableau-products-mac

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Products

• Tableau Desktop – Fast Analytics

• Tableau Server - Collaboration

• Tableau Online – Cloud

• Tableau Public - WWW




Opens Data FromDesktop




Desktop

• Show Me Feature

• Drag & Drop

Technology

• Web Offering on

Mobile Devices

• License Keys

provided via email

• Valid for 1 year (June 02, 2015)







Quick Tour – Byrd’s Eye View

http://www.tableausoftware.com


CONNECTING TO DATA

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Don’t see your database format?




Connect to Data

• In a file

– Tableau Data Extract

– Microsoft Access

– Microsoft Execl

– Text File

– Import from Workbook

• Server

– Tableau Serer

– IBM DB2

– MapR Hadoop Hive

– Microsoft SQL Server

– My SQL

– Oracle

– Salesforce

– Google Analytics

– Other Data (ODBC)




Connect locally• Excel file

– Microsoft Excel

• Sample – Superstore

Sales (Excel.xls)

• Ships with Tableau

OR




Excel Workbook ConnectionStep 1: Select an excel workbook

Step 2: Select the worksheet (table)

to analyze

Step 3: Does the data include field names in the first row?

Step 4: Give the connection a name for use in Tableau


Data Connection

• Connect Live: Connect directly to your

data; speed of data source determines performance

• Import all data: Import all of your data into Tableau’s data engine

• Import some data: select a subset of your data to import


Data Connection

• Connect Live:

– Data updates frequently

– Every time you update the data the results

show in the visualization

• Import all data

– Useful when importing big data

• Import some data

– Useful when importing big data

Data is local so .. .

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Tableau connects data and automatically generates

dimensions and measuresbrought straight from the dataset

Dimensions: IdentifiersMeasures: Numbers




Start Asking

Questions

What are my total

sales?

Click or Drag and

Drop Sales




Start Asking

Questions

What are my total

sales by Container?




Start Asking

Questions

What are my

total sales by Container?

Add a

subcategory:

Department

Just 3 Drag & Drops




Other Options

One click

sorting

Ascending DescendingAdvanced Visualization Division



Other Options

One click

sorting: Ascending by

Sales

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Group different

subcategories


Other Options


Add Labels


Add Profit Numbers• Drag and Drop

Profits over graph• Show Me Icon

Appears (release mouse)• Tableau gives you

the best way to

visualize the data• Given Tableau’s

visualization best practices


Sum Profit• Added to Color

shelf• Easy to see which

items are doing better than others

• Hover over each bar for more information


Swap easily to see a different view

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Advanced Visualization Division Add Region Advanced Visualization Division Easily Change Thins




Column for Each Region

Hover over a field to see the actual data points


Click view data

Advanced Visualization Division Advanced Visualization DivisionAll changes made within

TableauRight Click

Save for subsequent sessions with this data; save the meta

data

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VIEWING DATA OVER TIME




Click New Sheet




• Double Click Sales

• Drag Order Date to

Columns




• Time data has drill-ability

– Year

– Quarter

– Month




• Time data has drill-

ability

– Year

– Quarter

– Month

• Click + to expand; - to retract




• Right Click on Month(Order

Date) and choose a continuous

month view

Right Click

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X

Right Click Advanced Visualization Division



Easy Forecasting

• Right click on white space

• Select Forecast

• Show Forecast




Show Forecast• Forecast Options

– Forecast Length

– Source Data

– Forecast Model

– Describe Mode




Double Click Tabs to Rename


SHOW ME FEATURE




Select new Tab

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Good place to start when you’ve got data and you don’t know where to start in terms of visualization

Show Me gives you chart types to help you to

begin your analysis


Hover over the chart types and Show Me will tell you what dimensions, measures and how many of

each are needed to generate the chart.


1. Click State (Dimension)Tableau automatically recognizes as geographic in nature

2. Go back to Show Me feature and click Field Map


Tableau automatically generates a map where you have data

It’s ready for more data: Drag & Drop• Profit to the Color Mark

• State to the Label Mark

Advanced Visualization Division Advanced Visualization Division

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Iteration

• Save Bar chart

• Duplicate Worksheet

• Iteration is the showpiece

– Show Me Tab

– 23 Chart Types

• Tableau automatically populates the

visualization with dimensions and variables necessary

to build the chart


Training and Tutorials From Tableau

• On Demand – Free

• Live Online Training – Free

• Class Room Training

http://www.tableausoftware.com/learn/training







http://www.tableausoftware.com/academic


Free Tableau Desktop

• Instructors who are faculty– Interested in teaching with Tableau

• Students who are– Enrolled full time




Advanced Visualization

• If there is interest:

– Training

– Hands on Workshops

Topics

• Introduction

– Working with data

– Formatting

– Calculations

– Dashboard development

• Advanced

– Basic Mapping

– Google Analytics

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TEST DRIVE TABLEAU




Tableau Public - WWW

http://myweb.clemson.edu/~gemmill/irnc/index.html

look for download button at bottom of page to get spreadsheet.

The data is a list of scientific facilities around the world that are either generating or storing large amounts of data of interest to

the int’l science community.

Please DO NOT distribute the data to anyone.If you want to publish (eg., poster, in powerpoint) your images

anywhere contact Dr. Jill Gemmill ([email protected]) before doing so.




A BEGINNER’S

GUIDE TO

VISUALIZATION

[email protected]

Featuring

Vetria L. Byrd, PhDAdvanced Visualization, Director

REU CoordinatorVisualization Scientist

REU Site Collaborative Data Visualization

Applications

June 10, 2014

Documents

VisREU BeginnersGuideToVisualization FeaturingTableau 061014 · 2016-06-27 · – Salesforce – Google Analytics – Other Data (ODBC) ... • Connect Live: Connect directly to